Plan ahead for a greater payoff
Children and grandchildren grow up quickly. Give them the college savings they’ll need for higher education by opening an account with the CollegeCounts 529 Fund. As the days fly by, your investment will have the potential to grow as fast as they do. By saving early, you’re creating a much greater earning potential over the years.
The value of higher education is immeasurable, so don’t wait. With no minimum initial investment and no ongoing contribution requirement, it’s easy to start saving for college.
Once you have an account set up, you can stay on top of saving for college by adjusting your savings amounts upward each year, periodically reviewing your investment strategies and goals, and including lump sum gifts such as a financial bonus from work or the extra money you’ll have if you pay off an existing loan.
*This hypothetical example illustrates the accumulation potential with a $2,500 initial investment and a monthly contribution plan at a 7% projected average annual return. The above example is based on projections and does not reflect your actual investment in the CollegeCounts 529 Fund. If fees were included, the returns would be lower. Your actual results may be more or less.
The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is sponsored by the State of Alabama and administered by the Board of Trustees of the ACES Trust Fund (the “Trust” and plan issuer). Union Bank & Trust Company serves as Program Manager. Accounts and investments under the CollegeCounts 529 Fund are not insured or guaranteed by the FDIC, the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, Union Bank & Trust Company, Northern Trust Securities, Inc., or any other entity.
Before investing, you should consider the investment objectives, risks, fees, expenses, and tax consequences associated with the Program. All of this information is contained in the Program Disclosure Statement. Please read it carefully before investing.
If you or your beneficiary is not an Alabama resident, consider whether your home state or the home state of your designated beneficiary offers a qualified tuition program that provides a state tax deduction or other benefits to residents who invest in that program.
Not FDIC Insured. No Bank Guarantee.May Lose Value.